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What is MyPrivate?

The MyPrivate Family Office Software provides extensive support in all critical aspects relevant to families. By being installed locally, it ensures that data remains off the cloud, significantly boosting data security and safeguarding against fraudulent activities. The platform boasts a highly automated payment processing system that supports multiple options, including the Swiss QR bill and online banking for both Switzerland and the EU, coupled with immediate access to stock market quotes and foreign exchange rates. Its integrated EDM system facilitates easy access to original documents such as invoices, certificates, and protocols across all modules. Designed with a global perspective, MyPrivate addresses every dimension of personal and family life, no matter how complex or expansive it might be. Consequently, it serves as an essential resource for families aiming to maintain effective control and oversight of their financial matters while fostering a sense of security. With its user-friendly interface and robust features, MyPrivate empowers families to navigate their financial landscape confidently.

What is Clio?

Clio is an all-in-one legal technology platform that helps law firms manage operations, streamline legal work, and deliver better client experiences. The platform serves as a centralized hub for legal professionals, bringing together case management, client intake, billing, accounting, document management, task tracking, and workflow automation in a single cloud-based environment. Clio’s AI-powered capabilities help firms identify important next steps, uncover key information, and keep matters moving forward without relying solely on manual processes. The software includes products such as Clio Manage, Clio Grow, Clio Work, Clio Draft, Clio Accounting, and Clio for Clients, allowing firms to tailor the platform to their specific requirements. Legal teams can use Clio to organize client information, manage deadlines, automate documents, track time, process payments, and improve communication across the firm. Its extensive integration ecosystem includes more than 300 third-party applications as well as API access for custom development and workflow creation. The platform is designed to support organizations ranging from solo practitioners to large legal teams with hundreds of users. Cloud accessibility allows attorneys and staff to collaborate securely from virtually any location while maintaining a single source of truth for every matter. Clio places a strong emphasis on data protection through enterprise-grade encryption, SOC 2 Type 2 certification, PCI DSS compliance, and privacy-focused AI practices. The company also provides onboarding assistance, training resources, expert support, and an active legal community to help firms maximize adoption and long-term success. By combining legal practice management, business operations, and intelligent automation, Clio helps legal professionals reduce administrative burdens and focus more time on serving clients and growing their practices.

Media

Media

Integrations Supported

Microsoft 365
Abby Connect
Alt Legal
Apptoto
Confido Legal
Documati
ECFX Notice
Go Integrator Cara
Hona
HubSpot Marketing Hub
HubSpot Operations Hub
InvoiceSherpa
LegalConnect
Made For Law
Notaron
PayPal
Proof
Quilia
Quillmatic
WiseTime

Integrations Supported

Microsoft 365
Abby Connect
Alt Legal
Apptoto
Confido Legal
Documati
ECFX Notice
Go Integrator Cara
Hona
HubSpot Marketing Hub
HubSpot Operations Hub
InvoiceSherpa
LegalConnect
Made For Law
Notaron
PayPal
Proof
Quilia
Quillmatic
WiseTime

API Availability

Has API

API Availability

Has API

Pricing Information

$384 per license
Free Trial Offered?
Free Version

Pricing Information

$39.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MyPrivate

Date Founded

2013

Company Location

Switzerland

Company Website

myprivate.ch/en/

Company Facts

Organization Name

Themis Solutions

Date Founded

2007

Company Location

Canada

Company Website

www.clio.com

Categories and Features

Categories and Features

Conflict Checking

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Court Management

Administrative Hearings
Appeal Boards
Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management
Document Imaging
Fines Management
Jury Management
Subpoena Tracking
Warrant Tracking

Docketing

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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